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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,146 | $154,754+37.1% | $124,206+70.8% | $138,895+52.7% |
| Participation rate | 80.0% | 75.5%+4.5pp | 69.6%+10.4pp | 79.9%+0.1pp |
| Annual return | 18.15% | 709.28%-691.1pp | 515.27%-497.1pp | 145.39%-127.2pp |
| Employer contribution / active EE | $4,033 | $4,446-9.3% | $3,540+13.9% | $4,194-3.8% |
| Participant deferral / active EE | $10,838 | $4,621+134.5% | $3,968+173.2% | $6,396+69.4% |
| Admin fee / account holder | $0 | $6,690-100.0% | $5,929-100.0% | $12,562-100.0% |